Skip to main content

Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Boca Raton, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 122 companies tracked

RevenueBase identified 122 private client accounting firms headquartered in Boca Raton, United States as of September 2026 and tracks 561 professional contacts across them, including 217 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Boca Raton, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
122Companies
561Contacts tracked
217Verified emails
Unlock all 122 companies Free signup · no credit card · 500 free credits

The 25 largest private client accounting firms based in Boca Raton, United States

Ranked by team size
Top 25 of 122 private client accounting firms based in Boca Raton, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Lerrosarbey, PllcPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202651-20054

“LerroSarbey, PLLC, a full-service accounting firm located in Boca Raton and Fort Lauderdale, Florida.”

Source: company website · checked Sep 5, 2026
2
Daszkal BoltonPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 2026201-50043

“Daszkal Bolton LLP is a leading accounting and advisory services firm with offices throughout South Florida.”

Source: company website · checked Sep 5, 2026
3
Lawless, Edwards And WarrenPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-5014

“Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…”

Source: company website · checked Sep 5, 2026
4
Katz Baskies & Wolf PllcStrong evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-5013

“At Katz Baskies Wolf PLLC we are dedicated to providing premier legal service to clients engaged in private wealth creation, preservation, management and transfer, for themselves…”

Source: company website · checked Sep 5, 2026
5
Wealth Empowerment Financial StrategiesPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-5012

“Our responsibility to our clients comes first.”

Source: company website · checked Sep 5, 2026
6
Benchmark Financial Wealth AdvisorsIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-1011

“Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.”

Source: company website · checked Sep 5, 2026
7
QP Wealth ManagementIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-109

“QP Wealth Management helps entrepreneurs and their families make and manage financial plans tailored to their most treasured life goals.”

Source: company website · checked Sep 5, 2026
8
Wealthcare FinancialPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-109

“From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.”

Source: company website · checked Sep 5, 2026
9
Jacobs Family Advisors LLCIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-509

“Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.”

Source: company website · checked Sep 5, 2026
10
Advantage Accounting & TAXStrong evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-508

“Advantage Accounting & Tax is dedicated to providing high-quality bookkeeping, accounting, and tax services to our small business clients at affordable prices.”

Source: company website · checked Sep 5, 2026
11
Generations Wealth AdvisorsIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-108

“Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.”

Source: company website · checked Sep 5, 2026
12
LTAXIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-108

“LTax is a boutique tax firm emphasizing personalization, communication, and initiative-taking responsiveness.”

Source: company website · checked Sep 5, 2026
13
Leader CPAPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-508

“Accounting, Tax & Advisory”

Source: company website · checked Sep 5, 2026
14
Aurelius Legacy PartnersIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-507

“Aurelius Legacy Partners is a financial services company led by advisors who represent a wealth of industry experience and are driven by a shared commitment to connect and…”

Source: company website · checked Sep 5, 2026
15
Mycpa Advisory And Accounting Partners, P.APartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-507

“My CPA Advisory and Accounting Partners is a full-service Accounting and Business Advisory firm licensed in FL with an office in Boca Raton.”

Source: company website · checked Sep 5, 2026
16
Ratafia & Company, INCPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-107

“Ratafia & Co, CPAs, founded in 1993, is a boutique tax, accounting and business consulting firm that specializes in helping entrepreneurs succeed.”

Source: company website · checked Sep 5, 2026
17
Baron Silver Stevens Financial Advisors, LLCPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-506

“Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.”

Source: company website · checked Sep 5, 2026
18
Moore CpasIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-106

“A family-run tax & financial management company”

Source: company website · checked Sep 5, 2026
19
Fortuna WealthIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-506

“At Fortuna Wealth, we offer a vast number of services to help you reach your personal and family financial goals.”

Source: company website · checked Sep 5, 2026
20
StatetrustPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202651-2005

“StateTrust, es una firma privada, dedicada a la gestión de patrimonios y banca de inversión, que atiende a personas de alto patrimonio a través de una oferta de servicios de…”

Source: company website · checked Sep 5, 2026
21
Hartsteinmichael LLPIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-505

“As a full-service firm specializing in Tax, Audit, Investment Banking, and Business Advisory/M&A, we partner with management teams of mid- to small-sized companies to help them…”

Source: company website · checked Sep 5, 2026
22
Howard Kaye Insurance Agency, LLCIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 202611-505

“Here at the Howard Kaye Insurance Agency, we are the nation’s foremost authority on wealth creation, preservation, and distribution.”

Source: company website · checked Sep 5, 2026
23
Vanness Law, PllcPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-105

“VanNess Law PLLC is a concierge type law firm assisting clients and advisors across the county in the implementation of wealth transfer and business strategies.”

Source: company website · checked Sep 5, 2026
24
The Spectrum Planning GroupIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-105

“The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small…”

Source: company website · checked Sep 5, 2026
25
Dunn Cpa, PAStrong evidence
Boca Raton, FL, United StatesHQ checked Sep 5, 20261-104

“We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance for financial and business needs.”

Source: company website · checked Sep 5, 2026

Showing 25 of 122 private client accounting firms based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 217 reachable decision-makers.

Free signup · no credit card

See all 122 companies

Private client accounting firms based in Boca Raton, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
89
11-50
27
51-200
4
201-500
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 122 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private client accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Boca Raton, United States whose own description of what they do matches “private client accounting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private client accounting firms, and records with no verified work email. Companies headquartered outside Boca Raton are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 217 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Boca Raton, United States?

RevenueBase identified 122 private client accounting firms headquartered in Boca Raton, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Lerrosarbey, Pllc, headquartered in Boca Raton, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 217 verified decision-maker contacts tracked across these 122 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 122 private client accounting firms based in Boca Raton, United States. Start with a free account, no credit card.

Get the full list

Related lists

Browse: Companies home · Private client accounting firms in United States · All United States lists · All Private client accounting firms lists · New lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.

More company lists